Nonprofit · EIN 38-3257148
HELEN METZGER MCLEAN FOUNDATION
Tax-exempt · GROSSE PT FRM, MI 48236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $592,683 | $340,218 | $252,465 | $2,435,446 | $1,661 | $2,433,785 |
| August 31, 2024 | 990-PF | $455,968 | $290,090 | $165,878 | $2,183,339 | $2,019 | $2,181,320 |
| August 31, 2023 | 990-PF | $268,979 | $256,356 | $12,623 | $2,015,442 | $0 | $2,015,442 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $104,816
- Net gain from sales of assets
- $487,867
Expenses
- Grants and similar amounts paid
- $273,885
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $289,699
- Excise tax on investment income
- $7,642
Balance sheet and other
- Total assets, start of year
- $2,183,339
- Total assets, end of year
- $2,435,446
- Total liabilities, end of year
- $1,661
- Net assets, end of year
- $2,433,785
- Fair market value of assets
- $4,892,391
- Qualifying distributions
- $289,699
- Net investment income
- $592,683
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A MACLEOD 525 COUNTRY LANE, LOUISVILLE, KY 40207 | PRES/TRUSTEE | 1 | $4,000 |
| ANDREW W MACLEOD 1002 YORKSHIRE RD, GROSSE PTE, MI 48230 | SEC/TRUSTEE | 1 | $4,000 |
| LESLEY M MACLEOD 149 SHORE ROAD, OLD GREENWICH, CT 06870 | V/P/TRUSTEE | 1 | $4,000 |
990-PF for the year ended August 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A MACLEOD 525 COUNTRY LANE, LOUISVILLE, KY 40207 | PRES/TRUSTEE | 1 | $4,000 |
| ANDREW W MACLEOD 1002 YORKSHIRE RD, GROSSE PTE, MI 48230 | SEC/TRUSTEE | 1 | $4,000 |
| LESLEY M MACLEOD 149 SHORE ROAD, OLD GREENWICH, CT 06870 | V/P/TRUSTEE | 1 | $4,000 |
990-PF for the year ended August 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN A MACLEOD 525 COUNTRY LANE, LOUISVILLE, KY 40207 | PRES/TRUSTEE | 1 | $4,000 |
| ANDREW W MACLEOD 1002 YORKSHIRE RD, GROSSE PTE, MI 48230 | SEC/TRUSTEE | 1 | $4,000 |
| LOIS M MACLEOD 233 LEWISTON RD, GROSSE PTE FARMS, MI 48236 | V/P/TRUSTEE | 1 | $4,000 |
Address and contacts
- Address (IRS master file)
- 233 LEWISTON RD, GROSSE PT FRM, MI 48236-3519
- In care of
- % JOHN A MACLEOD
- Signed the 990-PF
- JOHN MACLEOD, PRESTRUSTEE
- Phone
- (313) 884-1780
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 38-3257148
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $2,435,446
- Income (IRS master file)
- $667,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $592,683 | $340,218 | $2,435,446 | IRS |
| 990-PF | August 2024 | $455,968 | $290,090 | $2,183,339 | XML |
| 990-PF | August 2023 | $268,979 | $256,356 | $2,015,442 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3257148).
Questions about HELEN METZGER MCLEAN FOUNDATION
- What is the EIN of HELEN METZGER MCLEAN FOUNDATION?
- The employer identification number (EIN) of HELEN METZGER MCLEAN FOUNDATION is 38-3257148.
- Is HELEN METZGER MCLEAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HELEN METZGER MCLEAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN METZGER MCLEAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN METZGER MCLEAN FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN METZGER MCLEAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of HELEN METZGER MCLEAN FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $4,000 (JOHN A MACLEOD, PRES/TRUSTEE).
- How much revenue does HELEN METZGER MCLEAN FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $592,683, expenses of $340,218 and total assets of $2,435,446 at year end.
Other nonprofits in GROSSE PT FRM
- CHARLES R WHITNEY FOUNDATION EIN 65-6221696 · last filed 990-PF for 2024
- GROSSE POINTE HOUSING FOUNDATION EIN 27-3976780 · last filed 990-PF for 2025
- BRIGGS FISHER FOUNDATON EIN 20-3064253 · last filed 990-PF for 2025
- NORMAN AND CHARLOTTE ULMER FAMILY FOUNDATION EIN 27-0904169 · last filed 990-PF for 2024
- INVESTMENT PROFESSIONAL FOR CHARITY INC EIN 47-1816894 · last filed 990 for 2024
- PATRICK AND CHRISTIE@SCOGGIN FAMILY FOUNDATION EIN 81-2981640 · last filed 990-PF for 2025
- SMITH FAMILY FOUNDATION EIN 20-4957281 · last filed 990-PF for 2025
- GROSSE POINTE WOODS FOUNDATION EIN 26-0454779 · last filed 990-EZ for 2025
All nonprofits in GROSSE PT FRM · Michigan · Philanthropy, voluntarism and grantmaking foundations